Title: Senior Legal Counsel Job Responsibilities: The Senior Legal Counsel will join the Workplace Investing (WI) legal team at the company and play a crucial role in advising on various aspects of defined contribution plan recordkeeping, administration, trust, and institutional business. The...
Chief Compliance Officer - Investment Management Chief Compliance... Officer Opening in Calfee's Cleveland, Columbus, or Cincinnati Office Opportunity Compliance Officer in the Investment Management group in our... the Chair of our Investment Management practice group. ......
Title: Asset & Wealth Management - Renewable Energy Tax... Senior Manager Job Responsibilities: - As a Senior Manager in the Financial Services Tax practice, you will provide strategic consulting related to business analysis, managing working capital, and profit sharing for partners. - Advise...
Title Asset & Wealth Management - Renewable Energy Tax... the Asset & Wealth Management sector, the successful candidate... will be part of a team dedicated to assisting clients in meeting their tax obligations while managing the impact tax has on...
Counsel to join their Investment Management group. This is... a fantastic opportunity to work with a highly-regarded firm and be a part of their growing team. The preferred location for this position is in their Cleveland, Columbus, or Cincinnati office,...
Title: Partner Tax Preparation Advisor Manager Job Responsibilities: As a Partner Tax Preparation Advisor Manager within the department, you will be immersed in the Finance sector, specifically focusing on internal functions such as financial planning and reporting, data analysis, and assisting leadership...
Tax Preparation Advisor Manager The candidate will get the opportunity to help the company in all aspects of its Finance internal function including financial planning and reporting, data analysis, and assisting leadership with overall strategy. Focus on recording and analysing...
Tax Preparation Advisor Manager The candidate will get the opportunity to help the company in all aspects of its Finance internal function including financial planning and reporting, data analysis, and assisting leadership with overall strategy. Focus on recording and analysing...
Title . Private Bank – Private Banker – Vice President or Executive Director Job Responsibilities - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client...
Title: . Private Bank – Private Banker – Vice President Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and...
engagement team, providing state tax consulting and compliance services to a diverse client base in the investment management industry. The responsibilities... include: - Performing detailed technical reviews of partnership and corporate state and local tax returns/work papers, focusing on multis...
Title: Tax Manager, State Income and Franchise - Multistate Job Responsibilities: As a Tax Manager within the Multistate Tax Services department, your primary role will be to provide state tax consulting and compliance services to a diverse range of clients. Key responsibilities...
Title: Tax Manager - Private Wealth Job Responsibilities: As a Tax Manager in the Private Wealth Tax practice, the primary responsibilities include: - Performing high-level reviews of tax research related to individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax...
Title: Experienced Tax Manager, Non Profit Job Responsibilities: The primary responsibility of the Non Profit Experienced Tax Manager is advising clients on the tax implications of their business objectives. This includes evaluating and selecting alternative actions to minimize tax burdens and compliance...
to achieve business development goals. Key responsibilities include leading the Client Management Process and collaborating across... the enterprise to provide a Branded Client Experience. This involves delivering a comprehensive range of Private Bank and company capabilities and services to m...
Marketing Officer Job Title: Chief Marketing Officer (CMO) Job Responsibilities: The Chief Marketing Officer (CMO) at the law firm is tasked with overseeing the entire marketing, business development, and communications strategy. The CMO collaborates with the Chief Operating Officer and the leadership team to...
Title Tax Senior - Sustainability - Renewable Energy Job Responsibilities As a Senior within the Sustainability: Renewable Energy practice, the candidate will be responsible for advising clients on tax issues related to renewable energy clients and projects. The role involves...
Title: Key Family Wealth Strategist Job Responsibilities: - Serve as a senior advisor exclusively working with ultra-high-net-worth (UHNW) families with a net worth exceeding $25 million. - Act as the primary point of contact for internal and external referrals for Family Wealth (FW)...
professional to join its Investment Oversight team, either in... a leadership compliance role or as a senior legal advisor. This individual will guide and shape compliance infrastructure and advisory operations for clients in the investment management space, particularly those... operati...